Shift To Liquidity And Quality
Cheryl Pola, Deputy Head of Equity , Affin-Hwang Asset Management
Earnings season just ended last month. Which sectors outperformed and underperformed?
We ask Cheryl this.
She also shares her observation of a shift to liquidity and quality in the midst of uncertainty and volatility.
We also discuss possible wild cards for markets such as the upcoming general elections (GE14) and how investors can expect more volatile trading days ahead for Bursa.
We dive into the benchmark FBM KLCI, it is currently up 3.5% year to date but most unit trust funds are not posting returns anywhere close to 3.5%.
What’s going on?
Presented by: Joyce Goh
Tags: banking, consumer, stocks, Maybank, CIMB, Public Bank, Nestlé, small cap stocks, GE14, banking, consumer, stocks, Maybank, CIMB, public holidays, Nestle, Small Cap Stocks, GE14, Financial Services, Economy, Markets